RETIREMENT PLANNING PARTNER LLC

Overview

Retirement Planning Partner LLC is an individually owned limited liability company that provides financial planning services on a fee-for-service basis. The firm charges clients either hourly or fixed fees rather than charging on assets under management, and its disclosed advisory activity is focused on financial planning rather than discretionary portfolio management. According to the available data the adviser is not a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. The record also indicates it is not a pension consultant or a related adviser to another registered entity. The firm maintains two office locations. FINTRX records show no reported client or AUM figures for Retirement Planning Partner LLC; the firm appears to operate primarily as a planning-focused practice rather than as a traditional asset-collecting RIA.

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